Customer Service Representative, Billing
University Hospitals
FFS Support Representative
Farmers Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Spokane • California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Vermont, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $50,240 - $89,375 per year
Job Level
Mid-LevelSenior
About the role
- Support agents and/or clients in sales and supporting administrative account transactions
- Answer questions and resolve problems and issues via phone or written communication
- Utilize knowledge of FFS process, products and procedures to answer questions and resolve problems
- Place outbound calls to engage agents in the sales process and assist with transaction inquiries
- Assist clients with day-to-day account sales or servicing requests and provide sales/product information
- Develop knowledge of finance transactional processes for securities, variable life insurance products and broker-dealer services
- Support coordination of territory coverage and regularly communicate with stakeholders about escalations and opportunities
- Track telephone contacts and sales progress using internal systems and make follow-up contacts as required
- Interface with various systems for account lookup, problem resolution and data record keeping
- Participate in conference calls and staff meetings to report activities, challenges, and accomplishments
- Identify and share system enhancement and process improvement ideas
- Provide administrative support to quality review process and perform basic quality checks
- Ensure policy and process documents are timely updated and published
Requirements
- High school diploma or equivalent required
- Two-year college degree and/or pursuing four-year college degree with background emphasizing finance or economics preferred
- FINRA Series 6 and 63 required within 90-days of hire
- Brokerage experience preferred
- Strong verbal and written communication skills
- Demonstrated ability to secure 'buy-in' and convince others regarding best approach
- Goal oriented team player with a positive attitude
- Excellent time management skills
- Strong relationship building
- Ability to continuously operate a computer for extended periods of time
- Physical ability to sit or stand for extended periods and occasionally lift 0-10 pounds
Benefits
- Competitive salary commensurate with experience, qualifications and location
- Bonus Opportunity (based on Company and Individual Performance)
- 401(k)
- Medical
- Dental
- Vision
- Health Savings and Flexible Spending Accounts
- Life Insurance
- Paid Time Off
- Paid Parental Leave
- Tuition Assistance
- Access to “What we offer” corporate benefits information
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
finance transactional processessecuritiesvariable life insurance productsbroker-dealer servicesaccount transactionssales supportproblem resolutiondata record keepingquality review processquality checks
Soft skills
verbal communicationwritten communicationgoal orientedteam playerpositive attitudetime managementrelationship buildingproblem solvingstakeholder communicationprocess improvement
Certifications
FINRA Series 6FINRA Series 63
